Traktion Talks: Healthcare & Technology

After a successful implementation, your new CRM/marketing automation platform is now alive – congratulations! But the journey is just beginning. In this final episode of our Healthcare CRM series, we focus on sustaining success and continuous improvement, post-launch.

We kick things off by addressing the critical first step of proactively establishing positive habits, and refining processes to fully leverage the capabilities of a new platform, ensuring you don't revert to old ways of working.

Next, we revisit the team makeup, identifying key individuals who should be most involved in the ongoing maintenance of yo...

You've successfully navigated a CRM or marketing automation implementation, and now it's time to unlock its true potential by measuring success. In this episode, we dive deep into Key Performance Indicators (KPIs) and Dashboards for multi-practice healthcare organizations, post-implementation. We'll guide you through understanding what metrics truly matter and how to visualize them effectively.

First, we break down the two primary categories of early-stage KPIs of patient acquisition and operational efficiency, exploring why both are vital for a thriving practice and how to define meaningful metrics within each. Next, we tackle the challenge of dashboard...

Embarking on a CRM implementation can be a pivotal moment for a healthcare organization, and making the right choice in implementation partners is perhaps just as important as the platform itself. Following up on our discussion about platform selection, this episode zeroes in on the critical phase of CRM Implementation, providing a strategic roadmap for multi-practice healthcare organizations. Key areas we explore include:

Selecting the Ideal Implementation Partner: We unpack the significance of choosing the right implementation partner and outline the ideal criteria to be considered, ensuring a collaborative and expert-led deployment.

When choosing a technology platform it's essential to make the right decision, as a bad one could set a healthcare organization back months or even years. Building upon the foundational need for a CRM, in this episode we delve into how a structured evaluation, scoring matrix, and vendor management process can transform a complex decision for a multi-practice healthcare organization into a confident choice. Key areas covered include:

Laying the Foundational Evaluation Criteria - Identify the initial considerations a specialty healthcare provider should undertake before diving into specific CRM platforms. This involves a...

While the intricacies of patient intake and lead mapping are critical, creating an actionable patient journey map is where the magic really starts to happen. Building upon the previous discussion of Intake Process Design, Traktion co-founders Ryan Woolley and Jon Eggleton discuss how the patient's communication journey is where healthcare providers can truly elevate the patient experience, and turn a process into a plan.

In this episode, Ryan & Jon dissect the critical steps involved in moving from internal processes to designing patient-facing communication strategies. Key areas covered include:

As Large Language Models (LLMs) continue to evolve and get better, one of the more exciting promises of AI will be its ability to facilitate natural, human-like interactions. In this episode we sit down with Nick Hasty, founding engineer of internet sensation Giphy, now the innovative mind behind Luz Labs and Linda AI. Nick shares his remarkable journey from building products used by billions at Giphy to pioneering conversational AI with Linda, an AI companion transforming casual conversations into lasting podcast legacies that families can enjoy for generations to come. We dive into his vision for Linda's...

While patient acquisition efforts in paid media may get the most attention (and budget), the intricacies of lead management and intake are often overlooked in a healthcare setting. In this second episode of our Healthcare CRM and marketing automation series, Traktion co-founders Ryan Woolley and Jon Eggleton dive deep into designing the best possible patient intake process.

In the episode, we dissect the critical steps involved in mapping lead management changes, developing standardized intake workflows, and defining the lead qualification process. We continue our exploration of the Navigator framework, offering practical guidance for implementing these...

The pace of change in healthcare is accelerating, creating new daily challenges for providers. While patient growth is still the mindset for most, revenue pressures and pending clinical talent shortages mean solving for operational efficiency is no longer a nice to have, but a requirement. This episode is the first in a series of Traktion Talks focused on Healthcare CRM, and in it, Traktion co-founders Jon Eggleton and Ryan Woolley kick things off by laying the groundwork of the what, why and how around CRM and marketing automation implementations within a healthcare setting. Specific topics covered include:<...

As the opioid crisis rages on in the U.S., a Phoenix-based company is hoping to change the way society views drug addiction. In our first episode of a new season of Traktion Talks we sit down with Nick Stavros, CEO of Community Medical Services, a leading provider of evidence-based, compassionate opioid addiction treatment. In our wide-raging conversation we talk with Nick about a number of issues, including:

It has been reported that 77% of U.S. adults would prefer to age in place in their own homes. Simultaneously, healthcare options in more rural parts of the country have become increasingly scarce. Put those two together, and helping seniors in areas like Appalachia is a serious challenge for our healthcare system.

In this episode we sit down with Marcie Campbell, Vice President of Marketing for One Senior Care, the nation's leading PACE provider to rural and Appalachian communities. In our conversation we talk about the importance of allowing seniors to age in place, the...

In the first part of our series on The Hatchery, Emory's Center for Innovation, we spoke to interim director Ben Garrett, as well as two healthcare-related student founders from the summer cohort of this Emory University incubator. Our follow-up features an extended conversation with The Hatchery's internal Entrepreneur in Residence, Stuart Zola, an industry veteran with multiple co-founding credits to his name, including Redwood City-based Neurotrack, and Atlanta-based MapHabit. He's also held various academic roles in the past as well, including serving as the Interim Provost for Emory. In our conversation we talk about both of those companies, the...

An increasing number of college students are choosing to pursue entrepreneurial efforts coming right out of school, eschewing the relative safety net of a steady job and income. In parallel with that development, research suggests that more than 50% of the U.S. workforce will be freelance within the next several years, which will only further impact the labor market of tomorrow. In a sector like healthcare that's already in the midst of transformational change, there is hope that an increase in entrepreneurship will help solve some of the industry's biggest problems, from inefficiencies in patient care, to...

In this episode we sit down with Dr. Sima Epstein, Founder and CEO of OrthoNu, an innovative healthcare company that's looking to become part of the new standard of care for orthodontics patients and the practices that serve them. During our wide-ranging conversation we touched on Sima's founder story, how she developed products that improved patient care while creating practice efficiencies, different ways technology is innovating the patient experience, and what advice she'd offer others beginning their entrepreneurial journey. 

Traktion Talks, brought to you by Traktion Partners, LLC

In this episode we sit down with Grace Griffin, Marketing Director for Orthodontic Partners, a leading orthodontic service organization based in the Midwest. During our conversation we discuss her company's recent investments in marketing automation and patient process improvements, what challenges they set out to solve, and how those efforts have not only had an impact on the bottom line, but have also freed up clinicians at the practice level to focus on what they do best.

Traktion Talks, brought to you by Traktion Partners, LLC

Obviously 2023 was a big year for AI in many aspects of life, both professional as well as personal. In the first episode of a new season of Traktion Talks, we chat with Wayne Pelletier, Founder/CEO of Resonant Pixel, for his thoughts around how it's specifically impacting web design and development, digital creation, and the protection of intellectual property. During our conversation, Wayne also discusses some of the tools in this new landscape, such as Framer and Relume, and how businesses are successfully harnessing the power of these new instruments of digital change.

Traktion Talks...

While COVID19 impacted healthcare recruiting like it did virtually every other industry, it also created opportunities to improve an experience that can often be cumbersome. In this episode we hear from Steffanie Chaviano, Director of Talent Acquisition at Los Angeles-based Autism Learning Partners, a leader in science-based applied behavior analysis therapy for children with autism. With responsibility for acquiring in-demand clinical talent for a fast-growing behavioral health leader, Steffanie talks about how ALP got a running start as we all come out of the pandemic, what new recruitment processes may stick around for the long term, and how she...

Against the backdrop of a global health pandemic, the Cleveland Clinic is celebrating 100 years of providing unparalleled care to a patient community that is both global and hyperlocal. In this episode we talk with Scott Mowery, the Clinic's Senior Director of Advertising. With responsibilities for search engine marketing and analytics, Scott discusses their approach to paid media programs, how marketing integrates with patient intake, the role of media research and data, and where he sees the healthcare experience of the future evolving.

Traktion Talks, brought to you by Traktion Partners, LLC

Suprit Patel of Ionic Security joins us for a conversation around patient data and security, how COVID19 is accelerating innovation, what medical systems can do to better connect with their communities, and healthcare consumerism. He also shares his insights around emerging trends such as telehealth, and why he sees the evolution of healthcare as a team sport.

Traktion Talks, brought to you by Traktion Partners, LLC

Erika Rosenthal, SVP of Demand Generation for MindPath Care Centers joins us to discuss the impact of digital transformation in healthcare, how COVID could be permanently changing the way we deliver healthcare services, and what the future of patient experience may look like.

Traktion Talks, brought to you by Traktion Partners, LLC

In this inaugural episode, we spoke with Darren Hearsch, principal of Siteline Consulting, about the ins and outs of implementing a CRM solution within a healthcare environment. Darren shared some great insights on why a CRM is important, what business problems it can solve, and what a CRM project should look like to be successful. If you're a healthcare marketer with responsibility for patient intake, acquisition or retention, you won't want to miss this episode.

Traktion Talks, brought to you by Traktion Partners, LLC